Broker Check

Our Team

We at The Private Investment Group, Inc. believe that quality people make the difference.  We hire only “A” players.  Each of our advisors and staff, have attained a high level of success in the financial services industry prior to joining our firm.

Years of experience have taught us the value of a strong commitment to outstanding client service. Our service platform was designed with the needs of the high net worth client in mind.  Our goal is to leave our clients “delighted” with our service.  Our clients have rewarded our service by continually referring us new business.

Jack R. Bowman

President CCO

937-434-0500

937-428-9200

Jack has over 35 years of experience in financial services and is a founder of the Private Investment Group, Inc., an asset manager focusing on private portfolio management and retirement planning. Mr. Bowman has earned and holds numerous security and insurance licenses. 

Mr. Bowman attended Wittenberg University in Springfield Ohio. He is a former Associate Vice President for Morgan Stanley in Dayton, OH. Outside the office Jack enjoys collectibles to include watches and pens and spending time with his family.

 

Alfredo Sandoval

Partner

937-434-0500

937-428-9200

alfredosandoval@tpiginc.com

Alfredo, with over 30 years of experience in the financial services sector, is a founder and the managing partner of the Private Investment Group, Inc. a boutique asset manager focusing on private portfolio management and asset growth for high net worth families. He holds a plethora of financial and insurance security licenses. 

Alfredo, is the son of a career military member and has resided in many locations. A 1982 graduate from the United States Air Force Academy, Alfredo earned a Master of Finance and a Masters of Marketing degree from Wright State University in Dayton, OH. He is a graduate of the Air Force's Air Command and Staff and Air War Colleges, and holds an International Relations certificate from the University of Pennsylvania - Wharton School.

Outside of the office Alfredo enjoys spending time with his family and grandchildren.

Nick Schubeler

Chief Investment Officer

937-434-0500

937-428-9200

nick@tpiginc.com

Nick Schubeler joined The Private Investment Group in 2011 and serves as our Chief Investment Officer and Chief Compliance Officer.  Nick has over 17 years of experience in the areas of investment and financial services, with an emphasis on trading, stock analysis, and portfolio management.  His willingness to help others and passion for investments and economics are exhibited at the firm.          

Nick is a native of Dayton, Ohio and graduated from the University of Dayton with a Bachelor of Science in Business Administration with a double major in Finance and Economics. 

When away from the office Nick enjoys woodworking, golf, travel, and hiking. 

Rachel Schubeler

Office Administrator

937-434-0500

937-428-9200

rachel@tpiginc.com

Rachel Schubeler is our Office Administrator. She joined The Private Investment Group team in March of 2020 with over 15 years of customer service and administrative experience. She enjoys working with multiple generations of families and people of all ages to help create a better financial future for themselves and their heirs. Each day brings new opportunities to connect with clients.

Rachel a native of Dayton, Ohio earned her Associate degree in Early Childhood Education from Sinclair Community College in 2007 and a Bachelor of Science degree in Organizational Leadership from Wright State University in 2011.

Outside of the office Rachel enjoys spending her time hiking, traveling, scrap booking, reading, & photography.